Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
FFTY vs TRFM
Shared holdings
13
FFTY covered by TRFM
17.63%
TRFM covered by FFTY
17.63%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
FFTY (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 16.09% | |
| MIRUM PHARMACEUTICALS INC | 3.40% | |
| MICRON TECHNOLOGY INC | 3.28% | |
| ANAPTYSBIO INC | 3.12% | |
| COMFORT SYSTEMS USA INC | 3.06% | |
| FTAI AVIATION LTD | 2.92% | |
| IAMGOLD CORP | 2.90% | |
| PACS GROUP INC | 2.88% | |
| ROCKET LAB CORP | 2.80% | |
| CELESTICA INC SUB VTG | 2.79% | |
| COEUR MINING INC | 2.74% | |
| STERLING INFRASTRUCTURE INC | 2.60% | |
| Gold Fields Ltd SPONSORED ADR | 2.57% | |
| AXSOME THERAPEUTICS INC | 2.57% | |
| DYCOM INDUSTRIES INC | 2.56% | |
| APPLIED DIGITAL CORP | 2.55% | |
| AMPHENOL CORPORATION CL A | 2.45% | |
| ORLA MINING LTD | 2.44% | |
| ANGLOGOLD ASHANTI PLC | 2.41% | |
| RAMBUS INC | 2.38% | |
| KINROSS GOLD CORP | 2.35% | |
| NOVA LTD | 1.74% | |
| GUARDANT HEALTH INC | 1.73% | |
| AURA MINERALS INC | 1.71% | |
| WHEATON PRECIOUS METALS CORP | 1.68% | |
| ELDORADO GOLD | 1.68% | |
| AGNICO EAGLE MINES LTD | 1.63% | |
| TRIPLE FLAG | 1.59% | |
| ARIS MINING CORP | 1.56% | |
| ASTERA LABS INC | 1.50% | |
| HECLA MINING CO | 1.37% | |
| VERTIV HOLDINGS CO | 0.90% | |
| LEMONADE INC | 0.89% | |
| TRANSMEDICS GROUP INC | 0.88% | |
| FIVE BELOW INC | 0.86% | |
| SITIME CORP | 0.84% | |
| NATERA INC | 0.84% | |
| HARMONY GOLD MNG-SPON ADR DEPOSITARY RECEIPT | 0.83% | |
| ROYAL GOLD INC | 0.83% | |
| FIRST MAJESTIC S | 0.82% | |
| HOWMET AEROSPACE INC | 0.81% | |
| APPLIED OPTOELECTRONICS INC | 0.50% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.45% | |
| FABRINET | 0.44% | |
| KARMAN HOLDINGS INC | 0.43% | |
| INTERACTIVE BROKERS GROUP INC | 0.43% | |
| SOLARIS OIL IN-A | 0.43% | |
| ALIGNMENT HEALTHCARE INC | 0.42% | |
| NEWMONT CORP | 0.41% | |
| ALAMOS GOLD INC A | 0.40% |
TRFM (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | 12.11% | |
| MICRON TECHNOLOGY INC | 1.09% | |
| SANDISK CORPORATION | 1.02% | |
| LAM RESEARCH CORP | 0.91% | |
| TEXAS INSTRUMENTS INC | 0.73% | |
| KLA CORP | 0.73% | |
| BOEING CO/THE | 0.72% | |
| GE VERNOVA LLC | 0.71% | |
| ARISTA NETWORKS INC | 0.68% | |
| ADV MICRO DEVICE | 0.67% | |
| GENERAL ELECTRIC CO | 0.67% | |
| ROCKET LAB CORP | 0.66% | |
| META PLATFORMS INC CL A | 0.66% | |
| NEXTERA ENERGY INC | 0.66% | |
| ALPHABET INC CL A | 0.65% | |
| NVIDIA CORP | 0.65% | |
| AMAZON.COM INC | 0.65% | |
| AMPHENOL CORPORATION CL A | 0.64% | |
| INTL BUS MACH CORP | 0.62% | |
| VISA INC-CLASS A | 0.60% | |
| WESTERN DIGITAL CORP | 0.60% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.59% | |
| TESLA INC | 0.59% | |
| APPLE INC | 0.58% | |
| MICROSOFT CORP | 0.55% | |
| UBER TECHNOLOGIES INC | 0.54% | |
| BROADCOM INC | 0.52% | |
| NETFLIX INC | 0.52% | |
| BLOOM ENERGY CORP CL A | 0.51% | |
| CIENA CORP | 0.51% | |
| PALANTIR TECHNOLOGIES INC | 0.50% | |
| CORNING INC | 0.49% | |
| TERADYNE INC | 0.49% | |
| LUMENTUM HOLDINGS INC | 0.48% | |
| MONOLITHIC POWER SYS INC | 0.47% | |
| COHERENT CORP | 0.47% | |
| MICROCHIP TECHNOLOGY | 0.47% | |
| ORACLE CORP | 0.47% | |
| INTUIT INC | 0.46% | |
| AMETEK INC NEW | 0.45% | |
| ASML HOLDING-NY | 0.45% | |
| HUBBELL INC | 0.45% | |
| ANALOG DEVICES INC | 0.45% | |
| INTUITIVE MACHINES INC A | 0.45% | |
| Advantest Corp | 0.44% | |
| HOWMET AEROSPACE INC | 0.44% | |
| ASE Technology Holding Company Ltd. ADR | 0.44% | |
| ACM RESEARCH INC-CLASS A | 0.44% | |
| TOKYO ELECTRON LTD UNSPN ADR | 0.44% | |
| Siemens Energy AG | 0.44% |
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